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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

773 hedge funds and large institutions have $6.18B invested in Schwab US Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 303 increasing their positions, 301 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
12.32%
Holding in Top 10
81
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.85%
% of All Funds
1.29%
New
41
Increased
303
Reduced
301
Closed
38
Calls
$1.19M
Puts
$14K
Net Calls
+$1.18M
Net Calls Change
+$507K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
3
SIS
Strategic Investment Solutions
Illinois
$16.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$50.6M
5
Lido Advisors
Lido Advisors
California
$22.4M

Top Sellers

1
GI
Gradient Investments
Minnesota
$154K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.2M
3
PA
Procyon Advisors
Connecticut
$2.14M
4
RCA
Reitz Capital Advisors
Michigan
$294K
5
PIMG
Patriot Investment Management Group
Tennessee
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
301
JFS Wealth Advisors
Pennsylvania
$1.66M -$37.8K -1,677 -2%
AIM
302
Athena Investment Management
California
$1.63M -$31.9K -1,416 -2%
NCM
303
Novare Capital Management
North Carolina
$1.6M +$36.2K +1,605 +2%
Jane Street
304
Jane Street
New York
$1.6M +$1.6M +70,974 New
RW
305
Rede Wealth
Virginia
$1.6M +$89.7K +3,975 +6%
CWM
306
Chesapeake Wealth Management
Virginia
$1.57M -$14K -621 -0.9%
SCA
307
STALEY CAPITAL ADVISERS
Pennsylvania
$1.57M -$5.01K -222 -0.3%
VCM
308
Vision Capital Management
Oregon
$1.57M -$32.9K -1,458 -2%
JPMorgan Chase & Co
309
JPMorgan Chase & Co
New York
$1.56M +$154K +6,834 +11%
MMHP
310
Murphy Middleton Hinkle & Parker
Georgia
$1.55M +$68 +3 +0%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$1.54M +$143K +6,324 +10%
ES
312
ETF Store
Kansas
$1.54M +$78.1K +3,519 +5%
KIA
313
KCM Investment Advisors
California
$1.52M – – –
AIA
314
Armor Investment Advisors
North Carolina
$1.51M +$27.7K +1,227 +2%
IWP
315
IAG Wealth Partners
Wisconsin
$1.51M -$54.2K -2,403 -3%
NHC
316
Nicholas Hoffman & Company
Georgia
$1.48M +$1.35K +60 +0.1%
SAG
317
SageView Advisory Group
California
$1.48M -$155K -6,882 -10%
CL
318
Choreo LLC
Illinois
$1.46M -$103K -4,560 -7%
SIA
319
Sage Investment Advisers
New York
$1.45M -$1.69K -75 -0.1%
GRP
320
Global Retirement Partners
California
$1.44M +$595 +27 +0%
WW
321
Waterfront Wealth
Kansas
$1.44M +$68.3K +3,186 +5%
IF
322
Ironwood Financial
Arizona
$1.44M -$32.4K -1,437 -2%
FBB
323
Fulton Breakefield Broenniman
Maryland
$1.43M -$19.2K -852 -1%
EH
324
Equitable Holdings
New York
$1.42M +$407K +18,030 +40%
SP
325
SWS Partners
Ohio
$1.42M +$195K +8,646 +16%
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